A complete list of active advisors currently associated with Vignec Financial LLC

Warmer can help you find a great advisor at Vignec Financial LLC or one who fits your needs even better.

Vignec Financial is a newly registered investment adviser that provides ongoing discretionary investment management and portfolio oversight. The firm’s brochure states it typically serves individual clients, but as of the filing date it reports no assets under management. The firm follows a long-term, passive investment philosophy, implementing strategic asset allocations using risk-based model portfolios composed mainly of broadly diversified ETFs and mutual funds with scheduled rebalancing; it does not pursue market timing, individual stock selection, commodities, futures, options, or cryptocurrencies. Accounts are managed on a discretionary basis and the adviser uses a custodian platform that supports custom model portfolios and fractional-share trading. Compared with many peers, the firm is very small and owner-operated, which the brochure identifies as a material key-man risk without key-man insurance. The owner also discloses two outside business activities—preparing tax returns for an unaffiliated CPA firm (about 50% of time during the initial tax season) and owning a mobile video-game startup (under 5% of time)—and the firm delegates proxy voting to clients while relying on a recommended custodian’s model marketplace and tools.

To learn more about the advisors currently working at Vignec Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.